Nearing the Highs
The Nifty is within striking distance of its ATH. An imminent conquest of all-time highs on many indices seems more likely. An […]
Where is The Money Going?
Increasingly equity markets are all about flows. Where the money is coming from and where it is going matters a lot. The […]
The Power of Asset Allocation
What do you do when valuation runs up in one asset class? Most investors end up getting upset that they didn’t invest […]
Art of Taking Risks
“I would like to take less risk and still make better returns.” Most people want this ideal state to prevail in their […]
A Learning Year Ahead
Achieving success in an investment portfolio is not a destination. It is about a process in a state of continuum. One works […]
Politics Returns
The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns […]
FOMO & False Starts
The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that […]
Time To Shift Out of BAAP Investing
When the Nifty runs up 6.57% in the first month of a financial year, the mood of the market would usually be […]
2023: The Year to Show Conviction
The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and […]
Dealing With Disappointment
When reality fails to meet expectations, disappointment is inevitable. In every corporate’s results season, reality always lags or exceeds expectations. Supposedly, investors […]
Take Your Losses Seriously
After a hugely successful financial year, we tend to get a rather underwhelming year. Most investors either make no returns or moderate […]
Looking Back at 2022-23
A new financial year has begun. It is time to take stock of an eventful year that just ended. Our cautious stance […]